CONSORTIUM MEMBER SINCE 2003

Bonnie Whyte

Executive Administrative Assistant

Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770/353-6426
Fax  |  770/353-6338
E-mail  |  BWhyte@TheBrainTrust.net



Member Profile

Client Vision

Bonnie has been working for Don Patrick, Integrated Financial Group's Managing Director, for over 17 years. She knows her clients well, and tries to anticipate each client's needs, knowing they are real people with families, feelings and desires. Her goal is to deliver more than promised whenever she can.


Areas of Expertise

 

  • Executive Administrative Assistant to Don Patrick, Managing Director of the Consortium
  • Registered Paraplanner
  • Excellence in Client Service Support
  • Acting Liaison to Assistants, Advisors, Staff & Home Office

Education/Certification

 

  • Registered Paraplanner, College for Financial Planning
  • Outstanding Performance, Sales Assistant Advisory Board, Securities America

Outside The Office

Bonnie enjoys traveling, reading and being with her grandchildren when not at work. Bonnie also enjoys spending time with family and friends, enjoying good food and good times. Bonnie and Bill share their home in Marietta with cats, Nola and Bayou - rescued from Hurricane Katrina in New Orleans!









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.